E20 Capital Ltd
CIK 2127793 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- INTC16.24%
- HOOD14.55%
- STM12.80%
- APH10.01%
- STX5.62%
- SNOW5.33%
- F4.68%
- AMAT3.79%
- KLAC3.77%
- CDNS3.17%
Share classes counted separately79.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- INTCWeight increased · +6.92 pp9.32% → 16.24%Shares -808.54K (-35.91%)
- MUWeight decreased · -3.74 pp4.19% → 0.45%Shares -127.25K (-96.34%)
- SMTCWeight increased · +0.56 pp2.05% → 2.61%Shares -83.48K (-29.43%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 22
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | INTCINTEL CORP View history and evidence | $201.47M | 16.24% | 1.44M shares | 9.32% → 16.24%+6.92 pp -808.54K (-35.91%) | Reduced | ▾ |
| 02 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $180.50M | 14.55% | 1.80M shares | Prior unavailable +1.80M | New | ▾ |
| 03 | STMSTMICROELECTRONICS NV-NY SHSNY REGISTRY View history and evidence | $158.78M | 12.80% | 2.12M shares | Prior unavailable +2.12M | New | ▾ |
| 04 | APHAMPHENOL CORP-CL ACL A View history and evidence | $124.15M | 10.01% | 704.12K shares | Prior unavailable +704.12K | New | ▾ |
| 05 | STXSEAGATE TECHNOLOGY HOLDINGSORD SHS View history and evidence | $69.75M | 5.62% | 72.28K shares | Prior unavailable +72.28K | New | ▾ |
| 06 | SNOWSNOWFLAKE INCCOM SHS View history and evidence | $66.17M | 5.33% | 259.99K shares | Prior unavailable +259.99K | New | ▾ |
| 07 | FFORD MOTOR CO View history and evidence | $57.99M | 4.68% | 4.17M shares | Prior unavailable +4.17M | New | ▾ |
| 08 | AMATAPPLIED MATERIALS INC View history and evidence | $46.98M | 3.79% | 64.98K shares | Prior unavailable +64.98K | New | ▾ |
| 09 | KLACKLA CORPCOM NEW View history and evidence | $46.76M | 3.77% | 154.98K shares | Prior unavailable +154.98K | New | ▾ |
| 10 | CDNSCADENCE DESIGN SYS INC View history and evidence | $39.31M | 3.17% | 104.73K shares | Prior unavailable +104.73K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LITE LUMENTUM HOLDINGS INC | Non-derivative | -186,661 | -$131.18M | SEC filing ↗ | SEC filing ↗ |
| AXTI AXT INC | Non-derivative | -2,068,550 | -$117.87M | SEC filing ↗ | SEC filing ↗ |
| TSEM TOWER SEMICONDUCTOR LTD | Non-derivative | -613,788 | -$107.71M | SEC filing ↗ | SEC filing ↗ |
3 / 18 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2127793 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1240291125
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.